Calyx Form Bsa.hp - Borrower Signature Authorization, Borrowers' Certification And Authorization, Form 4506-T - Request For Transcript Of Tax Return Page 3

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Excel Mortgage Servicing Inc. dba Knight Financial, NMLS# 128231
4506-T
Request for Transcript of Tax Return
Form
OMB No. 1545-1872
(Rev. January 2011)
Request may be rejected if the form is incomplete or illegible.
Department of the Treasury
Internal Revenue Service
Tip.
Use Form 4506-T to order a transcript or other return information free of charge. See the product list below. You can quickly request transcripts by using
our automated self-help service tools. Please visit us at IRS.gov and click on "Order a Transcript" or call 1-800-908-9946. If you need a copy of your return, use
Form 4506, Request for Copy of Tax Return.
There is a fee to get a copy of your return.
1a
Name shown on tax return. If a joint return, enter the name shown first.
1b First social security number on tax return, individual taxpayer
identification number, or employer identification number
(see instructions)
2a
2b Second social security number or individual taxpayer
If a joint return, enter spouse’s name shown on tax return
identification number if joint tax return
3
Current name, address (including apt., room, or suite no.), city, state, and ZIP code (See instructions)
4
Previous address shown on the last return filed if different from line 3 (See instructions)
5
If the transcript or tax information is to be mailed to a third party (such as a mortgage company), enter the third party’s name, address,
and telephone number. The IRS has no control over what the third party does with the tax information.
Caution:
If the transcript is being mailed to a third party, ensure that you have filled in line 6 and line 9 before signing. Sign and date the form once you
have filled in these lines. Completing these steps helps to protect your privacy.
6
Transcript requested.
Enter the tax form number here (1040, 1065, 1120, etc.) and check the appropriate box below. Enter only one tax
form number per request.
a Return Transcript,
which includes most of the line items of a tax return as filed with the IRS. A tax return transcript does not reflect
changes made to the account after the return is processed. Transcripts are only available for the following returns: Form 1040 series,
Form 1065, Form 1120, Form 1120A, Form 1120H, Form 1120L, and Form 1120S. Return transcripts are available for the current year
and returns processed during the prior 3 processing years. Most requests will be processed within 10 business days .
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b Account Transcript,
which contains information on the financial status of the account, such as payments made on the account, penalty
assessments, and adjustments made by you or the IRS after the return was filed. Return information is limited to items such as tax liability
and estimated tax payments. Account transcripts are available for most returns. Most requests will be processed within 30 calendar days
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c Record of Account,
which is a combination of line item information and later adjustments to the account. Available for current year
and 3 prior tax years. Most requests will be processed within 30 calendar days .
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7
Verification of Nonfiling,
which is proof from the IRS that you
did not
file a return for the year. Current year requests are only available after
June 15th. There are no availability restrictions on prior year requests. Most requests will be processed within 10 business days
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Form W-2, Form 1099 series, Form 1098 series, or Form 5498 series transcript.
The IRS can provide a transcript that includes data from
these information returns. State or local information is not included with the Form W-2 information. The IRS may be able to provide this transcript
information for up to 10 years. Information for the current year is generally not available until the year after it is filed with the IRS. For example,
W-2 information for 2007, filed in 2008, will not be available from the IRS until 2009. If you need W-2 information for retirement purposes, you
should contact the Social Security Administration at 1-800-772-1213. Most requests will be processed within 45 days
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Caution:
If you need a copy of Form W-2 or Form 1099, you should first contact the payer. To get a copy of the Form W-2 or Form 1099 filed
with your return, you must use Form 4506 and request a copy of your return, which includes all attachments.
9
Year or period requested.
Enter the ending date of the year or period, using the mm/dd/yyyy format. If you are requesting more than four
years or periods, you must attach another Form 4506-T. For requests relating to quarterly tax returns, such as Form 941, you must enter
each quarter or tax period separately.
Signature of taxpayer(s).
I declare that I am either the taxpayer whose name is shown on line 1a or 2a, or a person authorized to obtain the tax
information requested. If the request applies to a joint return,
either
husband or wife must sign. If signed by a corporate officer, partner, guardian, tax
matters partner, executor, receiver, administrator, trustee, or party other than the taxpayer, I certify that I have the authority to execute
Form 4506-T on behalf of the taxpayer.
Note.
For transcripts being sent to a third party, this form must be received within 120 days of signature date.
Telephone number of taxpayer on
line 1a or 2a
Signature
(see instructions)
Date
Sign
Here
Title
(if line 1a above is a corporation, partnership, estate, or trust)
Spouse’s signature
Date
4506-T
For Privacy Act and Paperwork Reduction Act Notice, see page 2.
Cat. No. 37667N
Form
(Rev. 1-2011)
Calyx Form - Tax4506T1.frm (03/2011)

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